| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.78% | -4.81% | 44.66% | 65.66% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 19.21% | 14.23% | 15.28% |
| Negative volatility | 14.40% | 8.78% | 9.44% |
| Sharpe | Neg | 0.82 | 0.69 |
| Sortino | Neg | 1.33 | 1.12 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity A Acc EUR | 37.92% | -17.48% | 22.56% | 31.12% | -0.48% | -2.78% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |